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Blog Posts in May, 2016

7 Ways to Avoid Elder Financial Abuse

Financial scams are on the rise, and the elderly are particularly vulnerable. Here are some tips for avoiding elder financial abuse: Check financial adviser’s credentials. The SEC regulates ...
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Planning for the Long-Term Care of a Special Needs Child

Parents of special needs children are naturally concerned about how that child will get the care he or she needs after they are gone. There are several ways to plan for the care of a long-term ...
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Considerations for Choosing a Guardian for Minor Children

To ensure your children continue with the lifestyle and values you want for them, it is important to put aside your fears and make an estate plan that includes selecting an appropriate guardian. A ...
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What to Do When You Inherit a Retirement Account

The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and will crack down on taxpayers who make mistakes with inherited IRAs. Here are some ...
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Tips for Creating an Advance Medical Directive

The largest barrier to creating an advance medical directive is thinking about it. No one really likes to think about his or her own mortality. But legal and healthcare experts say that this is the ...
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Striking a Balance Between Funding Your Retirement and Your Child's Education

Many parents perceive a conflict between two highly desirable goals: funding a child’s college education and building their own retirement nest egg. The conflict usually arises from the lack of ...
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Things That Can Trigger a Change to Your Will

Current research shows that only about half of Americans have a will, and probably less than that have changed their wills when certain life circumstances dictate that a change is in order. There are ...
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6 Things to Consider Before You Select a Business Entity

Business owners have several choices when it comes to choosing the right type of business entity for their enterprise. Before making that important decision, here are six issues you should consider: ...
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Estate Planning Considerations If You're Considering Divorce

For most people, there are four main estate planning issues that are of concern during a divorce: How assets are divided now, and how they will be distributed after death Re-designation of ...
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Step-By-Step Guidelines for Creating a Florida Estate Plan

Creating an estate plan does not have to be difficult; in fact, the task of planning your estate is far easier than what your loved ones will have to endure if you fail to plan. We can help you create ...
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How to Protect Your Assets from a Dementia Diagnosis

It is estimated that one in eight Americans will suffer from some form of dementia after the age of 65. To help protect your assets in case you become incapacitated, you should take the following ...
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Planning Now Avoids Financial Panic Later for Women

On average, women live five years longer than men, and it is currently estimated that 70 percent of baby boomer women will outlive their husbands. According to an ING Direct USA survey, almost 80 ...
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5 Steps to Recover Your Financial Footing in Time for Retirement

To make a move toward recovering your financial stability that probably took a beating in the past few years, retirement planning experts recommend the following: Be realistic. Be prepared to revise ...
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Florida Estate Administration Tips for Executors

If you have been named the executor of an estate, you will probably have some questions about your exact duties and responsibilities. In general, after your appointment by the probate court as ...
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How to Protect Your Inheritance from Taxes

While inheritances are not considered income for federal tax purposes, any earnings that may come from that inheritance will be taxable, including dividends on inherited stocks or mutual funds. Your ...
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4 Legal Documents You Need to Care for Aging Parents

If you are the caregiver for an aging parent or other relative, there are four legal documents that are critical for you to have in order to do your duty effectively. These include: 1. Durable power ...
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What You Need to Know About Death and Taxes

The two things we cannot avoid – death and taxes – are unfortunately the two things most of us do almost anything to avoid talking or learning about. Yet we want both to be as painless as ...
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Check Your Will Now for a Digital Asset Clause

Most of us conduct a lot of personal business online -- banking, shopping, paying bills, storing photos, etc. -- and what happens to these online accounts after an owner passes away should not be left ...
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Prince's Estate a Princely Mess Thanks to No Estate Plan

Prince is being mourned as a musical genius after his untimely passing in April at the age of 57. Fiercely protective of his image and his music, Prince was known for maintaining tight control over ...
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Guidelines for Estate Executors on What to Do Following the Funeral

Most people who have been named as someone’s estate executor have never held the position before and have no idea what to do once their executor duties kick in following the death of a family ...
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Retirement Planning Guidelines for Married Couples

You’ve invested and saved for retirement all your working life and you think you have your retirement all figured out...but does your spouse share that same dream? Recent research shows that ...
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Top 5 Benefits of Contributing More to Your 401(k)

For most American workers, 401(k) plans will be the largest contributor to their retirement income besides Social Security benefits. Making sure you have a healthy 401(k) is critical to effective ...
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The Dorcey Law Firm, PLC - Fort Myers Attorney
Located at 10181 Six Mile Cypress Pkwy, Suite C, Fort Myers, FL 33966
Phone: (239) 330-6674
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Website: http://www.dorceylaw.com
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